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ELEVATED CARE PROGRAM COORDINATOR
Help Families Feel Cared For Long After Their Estate Plan Is Signed
At Elevated Estate Planning, exceptional client service doesn't end when documents are signed. Through our Elevated Care Program, we provide ongoing guidance, support, and education that gives families lasting peace of mind.
We're looking for a compassionate, organized, and service-minded leader to oversee the Care Program, support the client service team, and ensure every member receives an exceptional experience.
Why You'll Love Working Here
- 100% employer-paid medical, dental, and vision insurance for the employee
- Two weeks paid vacation
- Ten paid sick days
- Fifteen paid holidays
- Half-day Fridays
- Collaborative, values-driven team
- Meaningful work serving families
What You'll Do
Lead the Elevated Care Program
- Oversee the day-to-day operations and continued growth of the Elevated Care Program.
- Manage the member experience from enrollment through annual renewals.
- Develop and improve workflows, service standards, and processes.
- Identify opportunities to increase member engagement and program value.
Lead and Support the Team
- Supervise, coach, and support the Elevated Care Benefits Administrator.
- Delegate work, monitor performance, and provide feedback and guidance.
- Partner with firm leadership on staffing, program goals, and process improvements.
Serve Our Members
- Serve as a primary relationship manager and escalation point for Elevated Care members.
- Respond to member questions by phone, email, and text with professionalism, empathy, and sound judgment.
- Handle sensitive or challenging conversations while maintaining a welcoming client experience.
- Ensure timely follow-up and accurate documentation of client communications.
Manage Program Operations
- Coordinate annual renewals, benefit administration, document review cycles, and member communications.
- Plan and coordinate member workshops, events, newsletters, and educational materials.
- Track participation, renewals, retention, service needs, and client feedback to identify opportunities for improvement.
- Maintain program calendars, records, procedures, and reporting tools.
- Protect client confidentiality and exercise discretion when handling personal, legal, and financial information.
What We're Looking For
We're looking for someone who is:
- Passionate about delivering exceptional client service
- Organized, dependable, and detail-oriented
- An effective people leader who enjoys coaching and supporting others
- Calm, professional, and solution-oriented, especially in difficult situations
- Comfortable managing multiple priorities and shifting demands
- An excellent written and verbal communicator
- Comfortable spending significant time on the phone
- Proficient with Microsoft Office; experience with Airtable and Zoom is a plus
- Collaborative, adaptable, and willing to take ownership
Preferred Experience
- Customer service, client success, program management, member services, or operations
- Supervising, training, or mentoring employees
- Managing recurring programs, renewals, events, communications, or administrative processes
- Experience in legal, financial, healthcare, insurance, banking, or another professional service environment is helpful but not required
Join Our Team
If you enjoy leading people, building relationships, and creating exceptional client experiences, we'd love to hear from you. Please submit your resume and a brief cover letter explaining why you're interested in joining Elevated Estate Planning and our client-centered approach.
No walk ins or phone calls please.
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